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PACIFIC WEALTH MANAGEMENT

Tel: 858-509-9797
11512 El Camino Real Ste 350
San Diego, California  92130

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PACIFIC WEALTH MANAGEMENT

PACIFIC WEALTH MANAGEMENT is a San Diego, California based financial advisory firm with nearly $269,940,691 in assets under management and provides investment advisory services for 483 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors , Other (CONSULTING)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Other (% OF ASSETS MONITORE

Firm CRD#:

113217

SEC#:

801-77277

No. of Clients:

483

Assets under Management

$269,940,691

No. of Advisors:

6

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